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Kovack Advisors Inc. Has $1.76 Million Stock Holdings in PepsiCo, Inc. $PEP
Kovack Advisors Inc. lessened its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 34.1% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 13,359 shares of the company’s stock after... More of this article »
Simon Quick Advisors LLC Raises Stock Holdings in Oracle Corporation $ORCL
Simon Quick Advisors LLC raised its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 31.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Linscomb Wealth Inc. Has $98.47 Million Stock Position in iShares Core S&P Mid-Cap ETF $IJH
Linscomb Wealth Inc. increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Vanguard Dividend Appreciation ETF $VIG Stock Holdings Raised by Mesirow Financial Investment Management Inc.
Mesirow Financial Investment Management Inc. raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 193,816... More of this article »
BLB&B Advisors LLC Sells 165 Shares of Adobe Inc. $ADBE
BLB&B Advisors LLC cut its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 5.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,082... More of this article »
Wells Fargo & Company $WFC Shares Sold by UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp trimmed its position in Wells Fargo & Company (NYSE:WFC – Free Report) by 4.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
HBK Sorce Advisory LLC Grows Holdings in Booking Holdings Inc. $BKNG
HBK Sorce Advisory LLC lifted its holdings in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 5.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
BLB&B Advisors LLC Sells 501 Shares of Abbott Laboratories $ABT
BLB&B Advisors LLC lowered its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 1.5% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Scholtz & Company LLC Has $341,000 Holdings in The TJX Companies, Inc. $TJX
Scholtz & Company LLC lessened its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 11.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Kovack Advisors Inc. Has $1.82 Million Position in GE Vernova Inc. $GEV
Kovack Advisors Inc. lifted its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 4.5% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,436 shares of the... More of this article »
Tradewinds LLC. Invests $4.15 Million in iShares Core MSCI EAFE ETF $IEFA
Tradewinds LLC. bought a new position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the second quarter, according to the company in its most recent filing with the SEC. The firm bought 49,663 shares of the company’s... More of this article »
AMG National Trust Bank Increases Stock Position in Danaher Corporation $DHR
AMG National Trust Bank grew its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 1.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Kovack Advisors Inc. Reduces Position in First Trust Rising Dividend Achievers ETF $RDVY
Kovack Advisors Inc. lessened its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 5.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
iShares Core S&P Small-Cap ETF $IJR Shares Acquired by Clear Investment Research LLC
Clear Investment Research LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Vanguard Total Stock Market ETF $VTI Stock Holdings Decreased by Bay Colony Advisory Group Inc d b a Bay Colony Advisors
Bay Colony Advisory Group Inc d b a Bay Colony Advisors trimmed its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent Form 13F... More of this article »
Promising Space Stocks To Follow Now – October 28th
Boeing, GE Aerospace, and Rocket Lab are the three Space stocks to watch today, according to MarketBeat’s stock screener tool. Space stocks are publicly traded companies whose primary business involves space-related activities... More of this article »
Starbucks Corporation $SBUX Shares Acquired by Strs Ohio
Strs Ohio increased its position in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 8.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Kovack Advisors Inc. Grows Stock Holdings in iShares MSCI EAFE ETF $EFA
Kovack Advisors Inc. boosted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1,689.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
FWG Investments LLC. Sells 121 Shares of iShares MSCI EAFE Growth ETF $EFG
FWG Investments LLC. trimmed its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 0.8% during the second quarter, HoldingsChannel.com reports. The firm owned 15,623 shares of the company’s... More of this article »
Lockheed Martin Investment Management Co. Lowers Holdings in Crown Castle Inc. $CCI
Lockheed Martin Investment Management Co. lowered its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 6.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Strs Ohio Cuts Stock Position in Elevance Health, Inc. $ELV
Strs Ohio lessened its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 44.8% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 79,186 shares of the company’s... More of this article »
HCA Healthcare, Inc. $HCA Shares Purchased by Simon Quick Advisors LLC
Simon Quick Advisors LLC raised its position in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 616.9% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 7,147 shares of the company’s... More of this article »
Fiserv, Inc. $FI Shares Sold by Hantz Financial Services Inc.
Hantz Financial Services Inc. cut its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 6.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
29,865 Shares in Putnam Focused Large Cap Value ETF $PVAL Acquired by Hicks Capital Management LLC
Hicks Capital Management LLC purchased a new position in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
The Trade Desk $TTD Stake Raised by Putney Financial Group LLC
Putney Financial Group LLC raised its holdings in The Trade Desk (NASDAQ:TTD – Free Report) by 5.0% in the second quarter, Holdings Channel.com reports. The fund owned 21,936 shares of the technology company’s stock after... More of this article »
Amalgamated Bank Has $12.86 Million Stock Position in AutoZone, Inc. $AZO
Amalgamated Bank reduced its position in AutoZone, Inc. (NYSE:AZO – Free Report) by 5.0% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 3,464 shares of the company’s stock after selling... More of this article »
Savvy Advisors Inc. Has $1.44 Million Holdings in Adobe Inc. $ADBE
Savvy Advisors Inc. grew its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 71.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Retirement Systems of Alabama Sells 50,201 Shares of Warner Bros. Discovery, Inc. $WBD
Retirement Systems of Alabama trimmed its position in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 1.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares Russell 1000 Growth ETF $IWF Shares Sold by Bay Colony Advisory Group Inc d b a Bay Colony Advisors
Bay Colony Advisory Group Inc d b a Bay Colony Advisors cut its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Creative Financial Designs Inc. ADV Sells 6,439 Shares of JPMorgan Ultra-Short Income ETF $JPST
Creative Financial Designs Inc. ADV lessened its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 6.2% in the second quarter, according to the company in its most recent 13F filing with... More of this article »
Lockheed Martin Investment Management Co. Sells 1,160 Shares of Danaher Corporation $DHR
Lockheed Martin Investment Management Co. reduced its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 6.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Bay Colony Advisory Group Inc d b a Bay Colony Advisors Has $1.56 Million Holdings in Northrop Grumman Corporation $NOC
Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its holdings in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 16.5% during the second quarter, according to its most recent disclosure with the Securities... More of this article »
Bay Colony Advisory Group Inc d b a Bay Colony Advisors Boosts Holdings in Tesla, Inc. $TSLA
Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Simon Quick Advisors LLC Trims Stake in Vertex Pharmaceuticals Incorporated $VRTX
Simon Quick Advisors LLC cut its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 0.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Strs Ohio Boosts Holdings in Huntington Bancshares Incorporated $HBAN
Strs Ohio boosted its position in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 1.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Putney Financial Group LLC Buys 6,233 Shares of Interactive Brokers Group, Inc. $IBKR
Putney Financial Group LLC boosted its stake in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 282.4% in the 2nd quarter, Holdings Channel reports. The firm owned 8,440 shares of the financial services provider’s... More of this article »
AMG National Trust Bank Sells 1,498 Shares of iShares Core S&P Mid-Cap ETF $IJH
AMG National Trust Bank trimmed its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Lockheed Martin Investment Management Co. Invests $9.62 Million in American Electric Power Company, Inc. $AEP
Lockheed Martin Investment Management Co. purchased a new position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Linscomb Wealth Inc. Has $6.01 Million Stock Position in Pfizer Inc. $PFE
Linscomb Wealth Inc. reduced its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 248,067 shares... More of this article »
Simon Quick Advisors LLC Acquires New Holdings in Principal Financial Group, Inc. $PFG
Simon Quick Advisors LLC acquired a new stake in shares of Principal Financial Group, Inc. (NYSE:PFG – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Hantz Financial Services Inc. Buys 71 Shares of Synopsys, Inc. $SNPS
Hantz Financial Services Inc. increased its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 0.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
New York Life Investment Management LLC Purchases 94 Shares of Labcorp Holdings Inc. $LH
New York Life Investment Management LLC grew its position in shares of Labcorp Holdings Inc. (NYSE:LH – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Earned Wealth Advisors LLC Sells 2,735 Shares of Dimensional US High Profitability ETF $DUHP
Earned Wealth Advisors LLC cut its stake in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 19.4% during the 2nd quarter, Holdings Channel.com reports. The firm owned 11,327 shares of the company’s... More of this article »
Pinnacle Associates Ltd. Lowers Stock Position in Itron, Inc. $ITRI
Pinnacle Associates Ltd. lowered its position in Itron, Inc. (NASDAQ:ITRI – Free Report) by 20.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Hicks Capital Management LLC Buys Shares of 10,500 Global X Nasdaq 100 Covered Call ETF $QYLD
Hicks Capital Management LLC bought a new stake in Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Head-To-Head Survey: Pattern Group (NASDAQ:PTRN) versus LuxExperience B.V. (NYSE:LUXE)
LuxExperience B.V. (NYSE:LUXE – Get Free Report) and Pattern Group (NASDAQ:PTRN – Get Free Report) are both retail/wholesale companies, but which is the better business? We will contrast the two businesses based on the... More of this article »
AMG National Trust Bank Buys 17,671 Shares of abrdn Physical Silver Shares ETF $SIVR
AMG National Trust Bank grew its stake in shares of abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 3.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Pathway Capital Management LP Takes $4.81 Million Position in Braze, Inc. $BRZE
Pathway Capital Management LP purchased a new stake in Braze, Inc. (NASDAQ:BRZE – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 171,289 shares of the... More of this article »